ANET use broadcom ASIC, Cisco has its own SiliconOne asic

来源: semibull 于 2026-05-08 14:22:16 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (428 bytes)
回答: 太贵了， 不如买cisco 由 semibull 于 2026-05-08 13:23:53

plus broadcom asic if customer ask.    In AI ara,  ask AI build a network OS is not difficult. 

This make Arista not valuable  compare to Cisco.    
Cisco datacenter bu is similar like Arista,  but Arista has $178B that is 60% cisco market cap.

Arista once in $200B market cap.   In AI ara,  need build ASIC in order to be valuable.

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